Plan5500

Westerra Credit Union Capital Accumulation Plan — Form 5500 plan (Westerra Credit Union)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Westerra Credit Union Capital Accumulation Plan is a benefit plan reported by Westerra Credit Union under EIN 84-0188017 and plan number 033. The latest loaded filing year is 2023. The filing reports 439 participants and $37,494,190 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.5MPlan net assets, end of year$37,494,190
Participants439Covered participants reported
Assets / participant$85.4KComputed: assets ÷ participants$85,408 (computed)
Provider compensation$102.4K2 Schedule C provider row(s)$102,439
Plan sponsor
Westerra Credit Union
EIN
84-0188017
Plan number
033
Plan type
2
Location
Denver, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    439 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$37.5M total assets
Net assets$37.5MLiabilities$0
Money in vs. money out
Total income / additions$8.3M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$786.7K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$37,494,190
Total liabilities (EOY)
$0
Net assets (EOY)
$37,494,190
Net assets (BOY)
$31,655,680

Income & contributions

Employer contributions
$786,661
Participant contributions
$1,654,955
Total contributions
$2,553,130
Total income / additions
$8,262,160

Expenses & distributions

Benefits paid
$2,321,211
Administrative expenses
$102,439
Total expenses
$2,423,650
Net increase / (decrease)
$5,838,510
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Cmfg Life Insurance Company$97K
    NONE · Direct $97K · Indirect $0
  2. 2
    Board Of Trustees Of Retirement Pro$5.4K
    NONE · Direct $5.4K

What to inspect next

Frequently asked questions

Who sponsors the Westerra Credit Union Capital Accumulation Plan?
Westerra Credit Union Capital Accumulation Plan is reported as sponsored by Westerra Credit Union (EIN 84-0188017, plan number 033) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Westerra Credit Union Capital Accumulation Plan?
The latest Form 5500 filing year loaded for Westerra Credit Union Capital Accumulation Plan is 2023.
How many participants does Westerra Credit Union Capital Accumulation Plan report?
Westerra Credit Union Capital Accumulation Plan reports 439 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Westerra Credit Union Capital Accumulation Plan?
Westerra Credit Union Capital Accumulation Plan reports $37,494,190 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages